DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Arrivals at Mcdonald Partners LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Dylan Ray CaslerMai Capital Management, LLC independent RIAMcdonald Partners LLC independent RIARIA to RIAJun 18, 2026Jul 17, 2026
Timothy Andrew WestraLPL Enterprise, LLC BD affiliatedMcdonald Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 3, 2025Aug 21, 2026 (505 d)
Timothy A Ryan HansonFacet independent RIAMcdonald Partners LLC independent RIARIA to RIAJul 15, 2024Sep 20, 2024 (67 d)
Amanda JenkinsRaymond James & Associates, Inc. national BDMcdonald Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 8, 2021Nov 16, 2021
Angelina GerovacPnc Wealth Management BD affiliatedMcdonald Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 1, 2021Nov 10, 2021
William Stephen FazekasKestra Advisory Services, LLC BD affiliatedMcdonald Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 30, 2020Nov 10, 2020
Deanna Cilnyk RoegerCwm, LLC independent RIAMcdonald Partners LLC independent RIARIA to RIAApr 16, 2019Jun 14, 2021 (790 d)
Lisa RosenthalMorgan Stanley wirehouseMcdonald Partners LLC otherOtherOct 20, 2017Oct 18, 2017
Todd Clark KalishMorgan Stanley wirehouseMcdonald Partners LLC otherOtherOct 18, 2017Oct 18, 2017
Richard Wayne LowrieWells Fargo Advisors wirehouseMcdonald Partners LLC otherOtherJan 11, 2017Jan 19, 2017
Bryan Robert BlackburnWells Fargo Advisors wirehouseMcdonald Partners LLC otherOtherJan 11, 2017Jan 19, 2017
Paul Richard MoodyOptimal Capital Advisors, LLC otherMcdonald Partners LLC otherOtherDec 1, 2016Apr 15, 2015
Jacqueline Susan RandallDavid A. Noyes & Company otherMcdonald Partners LLC independent RIAOtherMar 11, 2013May 4, 2019 (2245 d)
Joseph Louis PalkoUBS Financial Services Inc. wirehouseMcdonald Partners LLC otherOtherFeb 25, 2013Feb 27, 2013
John Vincent GoodmanWells Fargo Advisors wirehouseMcdonald Partners LLC otherOtherJan 3, 2013Dec 14, 2012
Michael Clarence PowersWells Fargo Advisors wirehouseMcdonald Partners LLC otherOtherDec 12, 2012Dec 6, 2012
Scott E. DubinWells Fargo Advisors wirehouseMcdonald Partners LLC otherOtherDec 11, 2012Dec 7, 2012
Helene ShafiyanWells Fargo Advisors wirehouseMcdonald Partners LLC independent RIAWirehouse to independent RIADec 10, 2012Dec 23, 2019 (2569 d)
Dana G HastingsSequoia Financial Group, L.L.C. otherMcdonald Partners LLC otherOtherOct 15, 2012Oct 17, 2012
Mindy Leigh QuaUBS Financial Services Inc. wirehouseMcdonald Partners LLC otherOtherMay 29, 2012May 21, 2012
Sean G KriakUBS Financial Services Inc. wirehouseMcdonald Partners LLC otherOtherMar 12, 2012Mar 2, 2012
Michelle Conley HegartyUBS Financial Services Inc. wirehouseMcdonald Partners LLC otherOtherFeb 28, 2012Feb 13, 2012
Danielle Leigh DelongchampSpc otherMcdonald Partners LLC otherOtherDec 5, 2011Jan 4, 2012
Charles Henry GarridoDavid A. Noyes & Company otherMcdonald Partners LLC otherOtherAug 15, 2011Aug 16, 2011
Matthew Andrew NortonEdward Jones national BDMcdonald Partners LLC otherOtherNov 29, 2010Dec 3, 2010
William Maurice HegartyUBS Financial Services Inc. wirehouseMcdonald Partners LLC otherOtherJul 6, 2010Sep 3, 2010 (59 d)
Richard Victor SimkusAmerican Securities Group, Inc. unclassifiedMcdonald Partners LLC otherOtherDec 31, 2009Jan 4, 2010
Robert Joseph SavinoAmerican Securities Group, Inc. unclassifiedMcdonald Partners LLC otherOtherDec 24, 2009Jan 4, 2010
Joseph Patrick StanziUBS Financial Services Inc. wirehouseMcdonald Partners LLC otherOtherAug 6, 2009Jul 17, 2009
Laura Ann MineoWells Fargo Advisors wirehouseMcdonald Partners LLC otherOtherJul 13, 2009Jul 17, 2009
John Cameron LipajUBS Financial Services Inc. wirehouseMcdonald Partners LLC otherOtherJun 4, 2009Jun 3, 2009
Dana G HastingsSanders Morris LLC otherMcdonald Partners LLC otherOtherMar 19, 2009Jun 23, 2009 (96 d)
Joseph Cox GranzierCbiz Retirement Plan Advisory Services otherMcdonald Partners LLC otherOtherJul 22, 2008Jan 4, 2008
Devon Frances McardleFifth Third Securities, Inc. otherMcdonald Partners LLC otherOtherJan 11, 2008Jan 15, 2008
Adriana M Bastos-RandallAllspring Funds Management, LLC otherMcdonald Partners LLC otherOtherOct 25, 2007Apr 28, 2008 (186 d)
Rita MansourKeybanc Capital Markets Inc. unclassifiedMcdonald Partners LLC otherOtherOct 4, 2006Sep 25, 2006
Audrey L WheelerKeybanc Capital Markets Inc. unclassifiedMcdonald Partners LLC otherOtherSep 12, 2006Feb 16, 2007 (157 d)
James Kerr PollockComerica Securities otherMcdonald Partners LLC otherOtherSep 6, 2006Sep 6, 2006
Peter Joseph SavarinoWells Fargo Advisors wirehouseMcdonald Partners LLC otherOtherJun 16, 2006Jan 5, 2011 (1664 d)
Timothy Patrick NortonWells Fargo Advisors wirehouseMcdonald Partners LLC otherOtherJun 16, 2006Feb 18, 2011 (1708 d)
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40 moves match.